Wealthcare Advisory Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealthcare Advisory Partners’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	5,750 -496	-8%	-$24.8K	0.01%	902
2026 Q1	$317K	Buy	6,246 +133	+2%	+$6.5K	0.01%	857
2025 Q4	$271K	Buy	6,113 +25	+0.4%	+$1.09K	0.01%	915
2025 Q3	$264K	Sell	6,088 -120	-2%	-$5.2K	0.01%	896
2025 Q2	$260K	Buy	+6,208	New	+$256K	0.01%	843
2024 Q1	–	Sell	-5,650	Closed	-$203K	–	814
2023 Q4	$203K	Sell	5,650 -1,000	-15%	-$33.9K	0.01%	716
2023 Q3	$222K	Buy	6,650 +21	+0.3%	+$728	0.01%	626
2023 Q2	$225K	Sell	6,629 -2,032	-23%	-$70.4K	0.01%	640
2023 Q1	$307K	Buy	8,661 +1,762	+26%	+$64.5K	0.01%	571
2022 Q4	$252K	Buy	+6,899	New	+$249K	0.01%	580
2021 Q2	–	Sell	-3,424	Closed	-$112K	–	965
2021 Q1	$112K	Buy	+3,424	New	+$106K	0.01%	639
2020 Q2	–	Sell	-3,081	Closed	-$69K	–	657
2020 Q1	$69K	Sell	3,081 -1,676	-35%	-$48.3K	0.01%	447
2019 Q4	$155K	Buy	4,757 +4	+0.1%	+$127	0.02%	330
2019 Q3	$148K	Buy	4,753 +71	+2%	+$2.17K	0.02%	320
2019 Q2	$143K	Buy	4,682 +3	+0.1%	+$91	0.02%	317
2019 Q1	$141K	Buy	4,679 +3,303	+240%	+$95.8K	0.02%	282
2018 Q4	$37K	Buy	1,376 +4	+0.3%	+$116	0.01%	490
2018 Q3	$41K	Buy	1,372 +3	+0.2%	+$88	0.01%	515
2018 Q2	$39K	Buy	1,369 +3	+0.2%	+$85	0.01%	514
2018 Q1	$39K	Buy	1,366 +3	+0.2%	+$88	0.01%	446
2017 Q4	$41K	Buy	1,363 +3	+0.2%	+$88	0.01%	404
2017 Q3	$39K	Buy	+1,360	New	+$38.6K	0.01%	335

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthcare Advisory Partners's FDL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 7.9% in Q2 2026, selling an estimated $24.8K and leaving 5,750 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #902.

Wealthcare Advisory Partners first reported a position in FDL in Q3 2017 and has held it in 22 quarters since. The position peaked at $317K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Wealthcare Advisory Partners held 5,750 shares of First Trust Morningstar Dividend Leaders Index Fund worth $280K as of Q2 2026.
Wealthcare Advisory Partners sold 496 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $24.8K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #902 holding.
Wealthcare Advisory Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2017 and has held it in 22 quarters since.
Wealthcare Advisory Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $317K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.